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iShares Core Universal USD Bond ETF

734 hedge funds and large institutions have $31.5B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 260 increasing their positions, 329 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

15% less funds holding in top 10

Funds holding in top 10: 9480 (-14)

21% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 329

Holders
734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Sagespring Wealth Partners
Tennessee
$6.02M
BWA
202
BCU Wealth Advisors
Illinois
$5.9M
WIM
203
Westside Investment Management
California
$5.89M
RFP
204
RCS Financial Planning
Maryland
$5.86M
SAG
205
SageView Advisory Group
California
$5.81M
SL
206
SWMG LLC
Texas
$5.77M
M1FG
207
Mach-1 Financial Group
Arkansas
$5.73M
IAS
208
Integrity Advisory Solutions
Texas
$5.73M
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$5.69M
VWM
210
Venturi Wealth Management
Texas
$5.38M
RA
211
RFG Advisory
Alabama
$5.36M
OP
212
ORG Partners
Indiana
$5.28M
Betterment LLC
213
Betterment LLC
New York
$4.95M
FAM
214
Forte Asset Management
New York
$4.95M
VPP
215
Vertex Planning Partners
Illinois
$4.95M
Goldman Sachs
216
Goldman Sachs
New York
$4.94M
IP
217
Ignite Planners
California
$4.89M
CC
218
Copperleaf Capital
North Carolina
$4.87M
LIA
219
LifePlan Investment Advisors
North Carolina
$4.83M
FAIM
220
Financial Advocates Investment Management
Washington
$4.74M
RIM
221
Redwood Investment Management
Arizona
$4.69M
PIA
222
Pinion Investment Advisors
Kansas
$4.51M
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$4.46M
CNBOF
224
City National Bank of Florida
Florida
$4.45M
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$4.39M